Business Accounts Coordinator

Please reference the schedule and minimum qualifications listed below before applying.

If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at  option 1 or email  and every reasonable effort will be made to accommodate your needs in a timely manner.

Works with Mountain America Business Members and internal credit union employees to provide operational support for Business Services, including applications and cash management services.

Mountain America Center - Hybrid:

9800 S Monroe St
Sandy, UT 84070

Full Time

To be effective, an individual must be able to perform each job duty successfully.

• Partners with branch and corporate personnel to provide timely, accurate and quality service for Business Services members.
• Services inbound inquiries from business members, managed members, and Business Account Executives.
• Provides operational support for all cash management services.
• Underwrites all applications for business services cash management services. Works with BAE’s to ensure packages are complete and then submits for approval to management.
• Opens special business accounts such as trust and internal CU accounts.
• Assists cash management members with various systems used to submit ACH files, online wire transfers, remote deposit capture, and positive pay.
• Member assistance with system issues is required. This requires a functional knowledge of the cash management systems but also the ability to troubleshoot and solve technical issues with the system.
• Members may at times need assistance with their systems in order to install or troubleshoot reasons for applications not functioning as expected.
• Identifies opportunities and makes referrals within the credit union and to SBA Department, Commercial Real Estate and Mortgage department.
• Familiar with department procedures and ability to explain to members and internal employees the reasons behind them.
• Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position.
• Performs other duties as assigned

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

One to three years of financial institution experience. Acquires foundational skills to perform essential tasks.

High School Diploma required; some college preferred but not required

n/a

Type a minimum of 35 words per minute. Basic computer operating skills (windows navigation, mouse/keyboard functionality). Familiarity with Microsoft Office tools, particularly Excel, Word, and Outlook.

None

A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Uses communication skills and common courtesy to assist in resolving member or customer requests and transactions.

Must have the ability to read, understand and carry out instructions in written and oral form.

Ability to understand financial statement analysis (income statement and balance sheet) and cash flow. Ability to communicate effectively and gain confidence of people. Excellent written and verbal presentation skills.

Ability to develop and enhance the members' financial relationship through an understanding of credit union products and services. Demonstrates the ability to evaluate and educate others knowledge to use the best suited products and services for the situation.

Works effectively with others within the team to accomplish…